This guide will cover the process of editing a Workflow Stage in your RIVS account.
- From the dashboard, select the Requisitions menu.
- Select the requisition containing the workflow you want to edit.
- Select the Workflow tab.
- On the right side of your screen, you will see a Gear Icon which will allow you to configure the workflow stage. Click on this Gear Icon to make changes, options include:
- Re-Name Stage – edit the name of the workflow stage.
- Customize Stage Emails – edit email templates that are sent to candidates. Emails are automatically triggered by specific events in the interview process. This can also be edited by clicking the Configure button.
- Remove Interview Template – allows you to remove the interview template associated with the selected workflow stage.
- Remove Stage – allows you to delete the selected workflow stage.
- Click the Configure button to make edits to the workflow stage.
- Under the Settings section, you can edit the interview type, the internal and external names of the workflow stage and the expiration date. Click Save after making any changes.
- When editing the expiration date you have two options: Relative and Absolute
-
Relative Expiration – A Relative Expiration will automatically set the expiration date for each candidate. Each candidate will have the number of days/hours you have set to complete their responses.
-
Absolute Expiration – An Absolute Expiration forces all candidates to complete their responses by a specific date. This date will be presented to the candidate during the process.
-
- Under the Customize Emails section, edit the email templates that are trigger by specific events in the interview process. Click the Edit button to edit a template.
- Under the Custom Ratings section, customize ratings by clicking the Customize Ratings button.
- Click to enable custom ratings, configure the number of ratings, their weight, and the tooltip that will be displayed if you hover over the rating options. Click Save.
- Click the Back to Workflow Set Up button to save your changes and return the to workflow menu.
